Membership Rules
Full Membership
Full Membership of The Financial Services Forum is available only to senior management, usually of Director status, within financial services companies. The Director will usually oversee marketing strategy, have control of a marketing budget and leadership of a marketing department.
Guests and alternates
We appreciate that Members will be unable to attend all our scheduled events or may feel a senior colleague is better placed to take advantage of a particular topic. To offer some flexibility on how to use membership, Members are given the opportunity to invite a guest and / or to send an alternate on up to six occasions during their membership year.
All guests and alternates must be a senior representative from the organisation, who will be able to contribute to the debate and engage with other Members.
Membership passwords
Each Member is given a password to access to the online Knowledge Centre archive. We request that Members do not forward this password to their colleagues. If Members would like a colleague to research a topic on their behalf, The Forum can provide additional temporary passwords for their team. Please contact rn@thefsforum.co.uk for additional access requests.
Replacements
Membership is on an individual basis rather than by organisation. However, we appreciate that the majority of fees are paid for by the organisation. If a Member leaves their organisation within their membership year, we allow :
• the Member to carry the subscription and Membership status (provided they move to another financial services company) to their new employer until renewal is due at the end of their membership year;
• A senior replacement at their previous organisation can inherit membership and experience The Forum free of charge until the end of that membership year.
For replacement notifications, please email vm@thefsforum.co.uk
All replacements must be at the appropriate level within their organisation.
Event bookings and cancellations
All events (excluding the Annual Members’ Dinner) are free for our Members to attend and we do not charge for cancellations. However, we do request that all attendees inform us as soon as possible should they no longer be able to attend an event. This allows us to adjust catering arrangements.